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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,607 | $101,591-72.8% | $147,096-81.2% | $74,429-62.9% |
| Participation rate | 82.1% | 75.5%+6.5pp | 82.2%-0.1pp | 67.2%+14.9pp |
| Annual return | -3.40% | 8746.45%-8749.9pp | 419.75%-423.2pp | 1368.38%-1371.8pp |
| Employer contribution / active EE | $2,114 | $3,813-44.6% | $4,936-57.2% | $2,625-19.5% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |